Improving Your Institution’s Data Execution Quality (EQ)

In this exclusive report from Cornerstone Advisors, commissioned by KlariVis, Ron Shevlin introduces a groundbreaking framework for assessing how effectively financial institutions put their data to work. The Data Execution Quality (Data EQ) framework measures how well banks and credit unions use data across five core functions — strategic planning, sales and marketing, credit analysis, operational delivery, and data access and analysis.

Most community-based financial institutions are only halfway to where they need to be. While many have invested in data systems, few have built the infrastructure, culture, and discipline to turn information into consistent, strategic action. High-performing institutions stand out not because they have more data, but because they treat it as a strategic asset — embedding analytics into decision-making, fostering a culture around data usage, and continuously refining their data strategies.

As AI becomes central to banking innovation, Data EQ has emerged as the new baseline for readiness. Without it, even the best AI tools will underperform or backfire. This report details what separates high performers from the rest, offering practical steps for institutions to benchmark their capabilities, strengthen their data-driven culture, and prepare for the next era of intelligent banking.

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